Dalgys Tur Email & Phone Number

Miami, FL

• Executive Assistant to the Chief Executive Officer (CEO), Chief Financial Officer (CFO), and Chairman of the Board of Directors.
• Prepare monthly Board of Directors Meetings, obtain Reports, Memos, and Schedule Board Meetings.
• Handle the daily issues related to the Executive Offices and Corporate Offices.
• Responsible for Reconciling Credit Cards, Expense Reports, Petty Cash of the Executive Office, and Board of Directors Compensation.
• Responsible for Coordinating Special Events and Annual Meetings, including Annual Shareholders, FELABAN, BSA, etc. Manage all Event Logistics such as Catering, Budgeting, and Event Execution.
• Assists the President, Executive Officers, Chairman of the Board, and other Executive Members in coordinating Travel Arrangements, including Airfare, Hotel, and Transportation.

Miami, FL

• Loan Administrator in the Commercial Real Estate Lending Department. Provide CRE Loan Administrative Assistance to the Miami Team of CRE Lenders and Customer Service to CRE Clientele.
• Create New Loan packages in nCino. Coordinate CRE Loan Documentation with Credit Underwriters.
• Process Change Memos in nCino, Draw Requests, Advance Requests, and Loan Paydowns.
• Request all CRE Loan Financials from Clients. Create folders and Organize Financial Documentation.
• You Connect Appraisal Software- Process Appraisal Requests and Environmental Review Requests.
• Collect Payments and Fees such as Good Faith Deposit, Appraisal Fee, and Environmental Review Fee.

Miami, FL

• Office Manager responsibilities: Overseeing Administrative and Operational duties of the Corporate Office.
• Executive Assistant supporting the President and the Executive Management Team with Outlook Calendar Management, Scheduling of Conference Calls, Meeting Materials Preparation, Coordinating Catering for Meetings.
• Research, prioritize, and follow up on incoming issues and concerns addressed to the Executives and determine appropriate course of action, referral, or response.
• Coordinate Travel Arrangements: Book Flights, Hotels, and Transportation.
• Expense Report Management- Gather Travel Receipts, Submit Expense Reports for Executives, Coordinate with Accounts Payable for Reimbursement.
• Vendor Management- Coordinate Proposals, Negotiate Contracts, Contract Preparation and Execution.

Miami Lakes, FL

• Executive Assistant to the Executive Vice President- Executive Risk Officer of the Enterprise Risk Management Department. Provide Executive Administrative Support involving complex duties and responsibilities for.
• Prepare Documents, Reports and Correspondence using a variety of software such as: Microsoft Outlook, Word, Excel, PowerPoint, Visio, and SharePoint. Use Skype for Business, Microsoft Teams, and Zoom for Meetings.
• Schedule Appointments, Events, and Meetings in Outlook Calendar for the Executive Vice President- Executive Risk Officer on a non-conflict basis.
• Designated Content Administrator for the Enterprise Risk Management Bank United Intranet Site, Manage SharePoint Groups, and Citrix ShareFile for Vendors.
• Project Management and Vendor Management: Coordinate Projects with assigned Vendors.
• Establish and Maintain Files for Records Management for Bank Audits with Regulators such as: Federal Reserve Bank (FRB) and Office of the Comptroller of the Currency (OCC).

Coral Gables, FL

• Responsible for assisting the Executive Vice President, Chief Credit Officer in all Administrative tasks and multiple responsibilities of the Credit Administration Department and Loan Operations.
• Coordinate Schedules, Organize Agendas, Meeting Coordination, and Executive Event Coordination.
• Prepare Presentations for Credit Department and Board of Directors. Prepare Meeting Minutes for Bank Officers Loan Credit Committee and Directors Loan Credit Committee.
• Review and Audit the Regulation Overdraft Report daily.
• Conduct monthly Audits of various Reports, Logs, and Documentation to ensure accuracy for Bank Audits. Provide Auditors with documentation for Bank Audits as requested.
• Prepare and Process Management Expense Reports.

Coconut Grove, FL

• Corporate Headquarters Office Manager. Manage Administrative Support Services which include Assisting with New Hire Onboarding, Assigning Building and Parking Badges, and Preparing Workspaces for New Hires in.
• Assist with Recruitment and Interview Process, Coordinate Travel Arrangements for Employees and Candidates, and Manage New Hire Orientations. Maintain Employee Records regarding Recruiting, Hiring, Compensation.
• Process Corporate Credit Card Expense Reports for Executives.
• Partner with Executive Assistants and Human Resources on Special Projects.
• Manage Office Vendors and Vendor Contracts, Address Facilities Issues, Manage Daily Office Operations.
• Handle Purchasing of Office Supplies and Food/Beverages for Meetings and Employee Dining Room.

Miami, FL

• Perform Administrative duties for the Executive Administration department which consists of: Chief Executive Officer, Chief Operations Officer, and Chief Credit Officer. Administrative duties: Switchboard Receptionist.
• Compile Reports and Documentation for Board of Directors Meetings, Loan Committee Meetings, Pipeline Reports, and Sales Reports.
• Create and Modify Word Documents, Excel Spreadsheets, and PowerPoint Presentations using Microsoft Office for Executive Administration Department. Coordinate Meetings by Ordering Catering, Setting Up Meeting Rooms.
• Coordinate Executive's Schedules, Create Agendas for Meetings, Manage Executive Event Logistics.
• Personal and Small Business Banking Department Assistance; Compile Excel Spreadsheets to track Weekly Sales Appointments, Weekly Activity Metrics Reports, and various other Reports.
• Marketing Department Project Assistance: Compile Excel Spreadsheets to track Marketing Expenses and Advertising Publications, Compile Marketing Brochures and Booklets for distribution to Clients.